Apple Surprised by AI-Driven Mac Demand, Mac Sales Up 6%

Apple reported $8.4 billion in Mac revenue for Q2 ended March 28, beating Wall Street expectations of low $8 billion. Mac sales rose 6% year-over-year, driven by demand for running local AI models like OpenClaw. CEO Tim Cook noted the Mac mini and Mac Studio sold out, with customer recognition of AI capabilities happening faster than predicted. The MacBook Neo, launched March 4, also contributed, with Cook calling demand "off the charts." Kansas City Public Schools switched from Chromebooks to the Neo. Enterprise demand grew, with companies like Perplexity adopting Mac for AI assistants. Apple remains supply-constrained on MacBook Neo and expects several months to balance supply-demand for Mac mini and Studio. Total revenue was $111.2 billion, up 17% year-over-year.